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Wellington Shields & Co’s United Rentals URI Stock Holding History

Wellington Shields & Co’s Portfolio URI Stock Details URI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$87.2K Hold
77
– – 0.02% 292
2026
Q1 		$56.1K Hold
77
– – 0.01% 294
2025
Q4 		$62.3K Hold
77
– – 0.02% 294
2025
Q3 		$73.5K Hold
77
– – 0.02% 291
2025
Q2 		$58K Sell
77
-30
-28% -$20.1K 0.02% 284
2025
Q1 		$67.1K Hold
107
– – 0.02% 265
2024
Q4 		$75.4K Hold
107
– – 0.02% 257
2024
Q3 		$86.6K Hold
107
– – 0.03% 267
2024
Q2 		$69.2K Hold
107
– – 0.02% 267
2024
Q1 		$77.2K Hold
107
– – 0.03% 262
2023
Q4 		$61.4K Sell
107
-78
-42% -$36.8K 0.02% 260
2023
Q3 		$82.2K Sell
185
-11
-6% -$5.04K 0.02% 246
2023
Q2 		$87.3K Hold
196
– – 0.02% 247
2023
Q1 		$77.6K Sell
196
-35
-15% -$14.7K 0.02% 258
2022
Q4 		$82.1K Buy
+231
New +$75.9K 0.02% 252

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Shields & Co's URI Position: Q2 2026 in Review

Wellington Shields & Co held its United Rentals (URI) position steady in Q2 2026 at 77 shares worth $87.2K. The position accounts for 0.02% of the portfolio, ranked #292.

Wellington Shields & Co first reported a position in URI in Q4 2022 and has held it in 15 quarters since. The position peaked at $87.3K in Q2 2023. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Wellington Shields & Co held 77 shares of United Rentals worth $87.2K as of Q2 2026.
  • Wellington Shields & Co left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up 0.02% of Wellington Shields & Co's portfolio in Q2 2026, its #292 holding.
  • Wellington Shields & Co first reported a position in United Rentals in Q4 2022 and has held it in 15 quarters since.
  • Wellington Shields & Co's United Rentals position peaked at $87.3K in Q2 2023.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.